Kyriba · 1 day ago
Solutions Advisor
Kyriba is a global fintech leader empowering CFOs and finance teams with cloud-based treasury, payments, and risk management solutions. The Solutions Advisor role involves engaging with customers to optimize platform usage, ensuring satisfaction, and advocating for their needs while collaborating with account management and providing technical guidance.
Enterprise SoftwareFinanceFinTechSaaSPaymentsSoftwareProperty & Casualty InsuranceFinancial ServicesRisk Management
Responsibilities
Platform Optimization: Engage with existing customers to analyze their current use of Kyriba’s platform, identifying opportunities for enhancement and recommending best practices to improve efficiency and outcomes
Customer Advocacy: Work closely with customers to ensure satisfaction and advocacy, focusing on renewal, reducing churn, and increasing NPS and referrals. Build trusted advisor relationships with key stakeholders
Workshops & Discovery Sessions: Facilitate tailored workshops, whiteboarding sessions, and discovery engagements to uncover additional needs and opportunities for platform utilization and expansion
Strategic Collaboration with Account Management: Collaborate closely with the AM team to provide insights into customer site activity and best practices. Leveraging data points such as click activity to infer usage trends, while tactfully addressing gaps in understanding
Portfolio Level Utilization Analysis: Conduct macro-level analysis of the customer portfolio to assess utilization trends against contractual agreements. Identify opportunities for optimization by pinpointing underused features, misalignments with contract terms, or areas where customers could derive greater value
Architectural Guidance: Provide technical leadership in designing solutions to meet evolving customer needs, ensuring alignment with best practices and Kyriba’s product capabilities
Strategic Demonstrations: Conduct targeted demonstrations to highlight advanced features and new functionalities relevant to the customer's goals, positioning Kyriba as their ongoing financial technology partner
Market Feedback Loop: Act as the voice of the customer by providing actionable feedback to Product Management on market demands, feature requests, and potential areas for product enhancement
Product Expertise: Maintain a deep understanding of Kyriba’s roadmap, features, and functionality to provide current, relevant, and impactful recommendations to customers
Business Case Support: Collaborate with customers to build business cases for expanded platform use, focusing on ROI, optimization benefits, and alignment with their financial and operational objectives
Industry Engagement: Represent Kyriba at customer forums, conferences, and events, sharing success stories and best practices to showcase the value of the platform
Proactive Risk Mitigation: Identify signs of customer dissatisfaction or risk and work collaboratively with internal teams to resolve issues before they impact renewal decisions
Competitive Analysis: Stay informed about industry trends and competitors to position Kyriba effectively and help customers understand differentiators that enhance their experience
Qualification
Required
Prior Kyriba experience or competing product experience a plus
1-5 years of experience in either implementation, support, presales, or product management with treasury management technologies
Proven experience in a customer-facing advisory role, with a focus on driving adoption, preventing churn, and fostering advocacy
Expertise in ERP integrations, and familiarity with API architectures
Excellent interpersonal skills with a knack for understanding and addressing customer challenges
Ability to facilitate discovery workshops and deliver impactful technical demonstrations
Strong collaboration skills to liaise effectively with Product Management and internal teams
Benefits
Comprehensive range of health, welfare and wellbeing benefits designed to support both your professional and personal life.
Company
Kyriba
Kyriba offers SaaS-based treasury solutions that enable treasury departments to plan for market volatility, regulation, and opportunities.
H1B Sponsorship
Kyriba has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (3)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
$152.5MKey Investors
Bridgepoint,General AtlanticSumeru Equity PartnersMitsubishi UFJ Capital
2024-10-16Private Equity
2019-03-26Acquired
2017-09-27Series E· $45M
Recent News
Upfront.com
2026-02-11
変化に強い基盤づくりでグローバル企業へ——トリドールCIOが挑む改革とは | CIO
2026-01-19
Company data provided by crunchbase